Senior Premier Relationship Manager

BMO

Fremont, CA, United States
$63,300.00 - $117,200.00; not specified; health in...
Manage assigned client portfolio
Uncover financial needs and provide solutions
Consultative sales process
Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations

Job Summary

  • Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
  • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.

Salary

$63,300.00 - $117,200.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Manage assigned client portfolio
  • Uncover financial needs and provide solutions
  • Consultative sales process
  • Achieve sales targets
  • Community participation for prospecting
  • Train branch personnel on mass affluent clients

Nice-to-have

  • Trusted advisor and primary point of contact
  • Collaborate within the market and with partners
  • Educate clients on digital options
  • Risk management framework application

Key Requirements

  • 4-6 years of relevant experience
  • Series 6, 63, 65 licenses required
  • State Life and Health insurance licenses required
  • Series 7, 66 or 65 licenses preferred
  • Knowledge of banking products, services, pricing
  • Understanding of deposit, loan, and banking products
  • Knowledge of brokerage and insurance products
  • Knowledge of business services and personal trust/investment management
  • In-depth client portfolio management knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter